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    NVIDIA (NVDA) Could Be 21% Undervalued Following Its DSX POD Launch

    Simply Wall St·10/22/2026 12:36:00
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    NVIDIA (NVDA) just unveiled DSX POD, a modular, container-sized AI data center that partners can ship prewired and pretested so customers can move from order to live capacity in as little as two weeks.

    Against that backdrop, NVIDIA’s 1-day share price return of 2.54% and 7-day share price return of 2.18% suggest buyers are responding to a packed run of AI factory, DSX POD and partner announcements. However, the 30-day share price return is down 3.01% following a strong year-to-date share price gain of 17.54% and a very large 5-year total shareholder return. Taken together, these figures indicate that momentum has cooled recently but remains influenced by longer-term compounding.

    Scan NVIDIA’s AI factory story against a curated set of peers by checking which companies are already building the physical plumbing for superintelligence inside the 55 AI infrastructure stocks.

    The question now is whether NVIDIA’s recent cooling reflects investors rethinking AI euphoria or a pause while the underlying AI factory business races ahead. It is time to see what the current valuation actually implies.

    Most Popular Narrative: 20.7% Undervalued

    NVIDIA’s most followed valuation storyline pegs fair value at $280, which sits well above the recent $221.97 close and frames DSX POD as part of a bigger AI infrastructure build out rather than a one off product launch.

    NVIDIA is not just a chipmaker. It is the platform that powers modern AI.

    Data Center Revenue: Now >70% of total revenue, and growing rapidly.

    GPUs (H100, A100, B100 coming): The widely used standard for training LLMs like GPT, Gemini, Claude, and more.

    CUDA Ecosystem: Proprietary software stack that encourages developers to stay within the platform. Think of it like Apple’s App Store but for AI researchers.

    NVLink, DGX Systems, and NVDA Networking (Mellanox): They are not just selling chips, they are selling the whole AI infrastructure.

    See why 355 investors see NVIDIA as 21% undervalued.

    Result: Fair Value of $280 (UNDERVALUED)

    Still, the narrative around NVIDIA can flip quickly if export controls squeeze sales to China or if hyperscale buyers slow AI infrastructure spending.

    Find out about the key risks to this NVIDIA narrative.

    Next Steps

    Curious whether this NVIDIA story skews more risk or reward right now? Move quickly, look through the data, and weigh both sides in the 4 key rewards and 2 important warning signs.

    Looking for more NVIDIA investment ideas beyond this story?

    If you stop with NVIDIA, you risk missing other opportunities that fit your style. Consider widening the lens and pressure testing your next moves with fresh ideas.